DIVZ vs DBAW
Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF (DBAW, ETF).
5-Year PerformanceDBAW has outperformed DIVZ, delivering a return of +11.6% compared to +9.4%
DIVZ vs DBAW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DIVZ
$298M
DBAW
$297M
Expense Ratio
DIVZ
0.65%
Winner
DBAW
0.40%
Max Drawdown
Winner
DIVZ
18.09%
DBAW
31.44%
Sharpe Ratio
DIVZ
0.58
Winner
DBAW
1.53
5Y Beta
Winner
DIVZ
0.37
DBAW
0.74
P/E Ratio
DIVZ
21.81
DBAW
N/A
Forward P/E
DIVZ
16.75
DBAW
N/A
PEG Ratio
DIVZ
0.76
DBAW
N/A
5Y Dividends CAGR
Winner
DIVZ
30.81%
DBAW
20.31%
5Y EPS CAGR
DIVZ
9.23%
DBAW
N/A
P/S Ratio
DIVZ
1.98
DBAW
N/A
P/B Ratio
DIVZ
3.83
DBAW
N/A
DIVZ vs DBAW - Holdings Comparison
DIVZ and DBAW have 1 common holdings. Overlap is 0.30%
DIVZ's top 25 holdings weight is 93.87%. DBAW's top 25 holdings weight is 21.09%.
| Rank | DIVZ | DBAW |
|---|---|---|
| #1 | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.83% | n/a (n/a) - 4.33% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.83% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.91% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 5.70% | ASML HOLDING NV (n/a) - 1.52% |
| #4 | VERIZON COMMUNICATIONS INC (VZ) - 5.67% | SK HYNIX INC (n/a) - 1.23% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.85% | TENCENT HOLDINGS LTD (n/a) - 1.14% |
| #6 | CHEVRON CORP (CVX) - 4.64% | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 1.12% |
| #7 | NEXTERA ENERGY INC (NEE) - 4.51% | HSBC HOLDINGS PLC (n/a) - 0.85% |
| #8 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.37% | ASTRAZENECA PLC (AZN:XLON) - 0.82% |
| #9 | MICROSOFT CORP (MSFT) - 3.71% | n/a (n/a) - 0.81% |
| #10 | THE HOME DEPOT INC (HD) - 3.67% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.77% |
| #11 | CME GROUP INC CLASS A (CME) - 3.64% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.76% |
| #12 | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 3.52% | ROYAL BANK OF CANADA (RY) - 0.68% |
| #13 | RTX CORP (RTX) - 3.52% | SHELL PLC (n/a) - 0.67% |
| #14 | ABBVIE INC (ABBV) - 3.37% | NESTLE SA (n/a) - 0.67% |
| #15 | THE HERSHEY CO (HSY) - 3.31% | n/a (n/a) - 0.58% |
| #16 | ALPHABET INC CLASS A (GOOGL) - 3.08% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.58% |
| #17 | THE CIGNA GROUP (CI) - 3.00% | GSK PLC (n/a) - 0.31% |
| #18 | ENBRIDGE INC (ENB) - 2.97% | ENBRIDGE INC (ENB) - 0.30% |
| #19 | ALTRIA GROUP INC (MO) - 2.96% | AIA GROUP LTD (n/a) - 0.30% |
| #20 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.84% | UNICREDIT SPA (n/a) - 0.30% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 2.83% | BANK OF MONTREAL (BMO) - 0.29% |
| #22 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.80% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.29% |
| #23 | UNION PACIFIC CORP (UNP) - 2.54% | ZURICH INSURANCE GROUP AG (n/a) - 0.29% |
| #24 | ATMOS ENERGY CORP (ATO) - 2.38% | BNP PARIBAS ACT. CAT.A (n/a) - 0.29% |
| #25 | ABBOTT LABORATORIES (ABT) - 2.33% | MIZUHO FINANCIAL GROUP INC (n/a) - 0.28% |
| Total Holdings | 29 | 1758 |
DIVZ vs DBAW - Historical Returns
Returns include dividend reinvestment.
1M
DIVZ
-1.95%
Winner
DBAW
+2.59%
3M
Winner
DIVZ
+2.63%
DBAW
+2.16%
6M
DIVZ
-0.27%
Winner
DBAW
+6.91%
1Y
DIVZ
+9.73%
Winner
DBAW
+28.50%
5Y(CAGR)
DIVZ
+9.42%
Winner
DBAW
+11.65%
10Y(CAGR)
DIVZ
N/A
DBAW
+11.12%
Max(CAGR)
Winner
DIVZ
+11.49%
DBAW
+9.49%
DIVZ vs DBAW - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DIVZ | DBAW |
|---|---|---|
| 2026 | +6.99% | +15.66% |
| 2025 | +16.35% | +25.86% |
| 2024 | +17.39% | +14.72% |
| 2023 | -0.12% | +14.15% |
| 2022 | +2.45% | -13.77% |
| 2021 | +19.73% | +12.71% |
| 2020 | N/A | +5.92% |
| 2019 | N/A | +22.66% |
| 2018 | N/A | -10.68% |
| 2017 | N/A | +17.09% |
| 2016 | N/A | +8.32% |
| 2015 | N/A | -0.16% |
| 2014 | N/A | +8.64% |
DIVZ vs DBAW Drawdown Comparison
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The maximum drawdown for DBAW was -31.44%, occurring on Mar 16, 2020. Recovery took 214 trading sessions.
The current DIVZ drawdown is -1.95%. The current DBAW drawdown is -1.65%.
| Rank | DIVZ | DBAW |
|---|---|---|
| #1 | -15.44% Jun 7, 2022 - Mar 20, 2024 | -31.44% Jan 17, 2020 - Nov 20, 2020 |
| #2 | -8.98% Mar 3, 2025 - May 16, 2025 | -24.12% Apr 27, 2015 - Apr 24, 2017 |
| #3 | -7.25% Nov 29, 2024 - Feb 13, 2025 | -17.89% Nov 16, 2021 - Jan 25, 2024 |
| #4 | -6.77% Apr 20, 2022 - Jun 7, 2022 | -16.25% Jan 23, 2018 - Oct 15, 2019 |
| #5 | -5.96% Oct 22, 2021 - Dec 27, 2021 | -14.11% Mar 19, 2025 - May 20, 2025 |
| #6 | -5.83% Feb 27, 2026 - Jul 24, 2026 | -9.00% Feb 25, 2026 - Apr 17, 2026 |
| #7 | -5.14% Jun 10, 2021 - Oct 20, 2021 | -8.95% Jul 12, 2024 - Sep 24, 2024 |
| #8 | -4.58% Feb 9, 2022 - Mar 22, 2022 | -8.69% Sep 4, 2014 - Nov 26, 2014 |
| #9 | -4.55% Jul 31, 2024 - Aug 15, 2024 | -6.52% Dec 5, 2014 - Jan 26, 2015 |
| #10 | -4.08% Sep 11, 2025 - Nov 28, 2025 | -5.33% Jun 22, 2026 - Jul 29, 2026 |
| #11 | -3.95% Apr 3, 2024 - May 6, 2024 | -4.96% Sep 7, 2021 - Nov 4, 2021 |
| #12 | -3.84% Jan 14, 2022 - Feb 2, 2022 | -4.60% Nov 12, 2025 - Dec 22, 2025 |
| #13 | -3.05% Oct 18, 2024 - Nov 11, 2024 | -4.35% Oct 4, 2024 - Jan 24, 2025 |
| #14 | -2.95% Feb 24, 2021 - Mar 8, 2021 | -4.26% Jun 2, 2026 - Jun 15, 2026 |
| #15 | -2.93% May 15, 2024 - Jul 11, 2024 | -4.01% Mar 6, 2014 - Apr 2, 2014 |
Correlation
Correlation between DIVZ and DBAW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
DIVZ vs DBAW dividend yield comparison.
| Year | DIVZ | DBAW |
|---|---|---|
| 2026 | 1.70% | 0.04% |
| 2025 | 2.60% | 3.83% |
| 2024 | 2.63% | 1.70% |
| 2023 | 3.66% | 3.45% |
| 2022 | 3.23% | 8.81% |
| 2021 | 3.83% | 2.05% |
| 2020 | 0.00% | 2.08% |
| 2019 | 0.00% | 2.91% |
| 2018 | 0.00% | 2.93% |
| 2017 | 0.00% | 2.41% |
| 2016 | 0.00% | 1.99% |
| 2015 | 0.00% | 5.74% |
| 2014 | 0.00% | 7.59% |
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